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Booz Allen Hamilton

428 hedge funds and large institutions have $9.15B invested in Booz Allen Hamilton in 2019 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 135 increasing their positions, 174 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more call options, than puts

Call options by funds: $16.9M | Put options by funds: $7.64M

40% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 52

6% more capital invested

Capital invested by funds: $8.61B → $9.15B (+$540M)

5% more funds holding

Funds holding: 407428 (+21)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.93% less ownership

Funds ownership: 93.01%92.08% (-0.93%)

22% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 174

Holders
428
Holders Change
+21
Holders Change %
+5.16%
% of All Funds
9.39%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
73
Increased
135
Reduced
174
Closed
52
Calls
$16.9M
Puts
$7.64M
Net Calls
+$9.28M
Net Calls Change
+$6.78M
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
401
Sowell Financial Services
Arkansas
$15K +$15K +212 New
EWM
402
Edge Wealth Management
New York
$14K
AW
403
Alpha Windward
Massachusetts
$11K
BFEC
404
Benjamin F. Edwards & Company
Missouri
$10K -$46.2K -652 -83%
SIAS
405
Shine Investment Advisory Services
Colorado
$10K
BBHC
406
Brown Brothers Harriman & Co
New York
$10K +$9.91K +140 New
GWM
407
Geneos Wealth Management
Colorado
$10K +$10.6K +150 New
Northwestern Mutual Wealth Management
408
Northwestern Mutual Wealth Management
Wisconsin
$9K -$18.8K -266 -68%
FRA
409
Front Row Advisors
California
$9K -$850 -12 -9%
RIA
410
Realta Investment Advisors
Delaware
$9K +$3.33K +47 +61%
TWA
411
TCI Wealth Advisors
Arizona
$8K +$4.6K +65 +138%
FMII
412
Farmers & Merchants Investments Inc
Nebraska
$8K +$8.07K +114 New
WAP
413
Wealthcare Advisory Partners
Pennsylvania
$7K
LC
414
Lindbrook Capital
California
$6K +$5.59K +79 New
GRP
415
Global Retirement Partners
California
$5K
HNB
416
Huntington National Bank
Ohio
$4K -$11.4K -161 -75%
BCA
417
Berman Capital Advisors
Georgia
$3K
EARNEST Partners
418
EARNEST Partners
Georgia
$3K
GI
419
Gradient Investments
Minnesota
$3K
PMFA
420
Plante Moran Financial Advisors
Michigan
$3K +$3.26K +46 New
TFGT
421
TS Financial Group (TSFG)
Illinois
$2K -$354 -5 -18%
EFSCE
422
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
FCA
423
FinTrust Capital Advisors
South Carolina
$2K
PRC
424
Pearl River Capital
Michigan
$1K -$33.8K -478 -96%
BC
425
Barnett & Company
Tennessee
$1K +$566 +8 New

BAH Hedge Fund Activity: Q3 2019 in Review

428 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q3 2019, worth a combined $9.15B — up 6.3% from $8.61B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new BAH positions and 52 closed out — a net gain of 21 holders — while 135 added to existing stakes and 174 trimmed.

The largest buyer was Congress Asset Management, opening a new position worth an estimated $77.3M. The largest seller was Black Creek Investment Management, cutting an estimated $71.5M.

  • 428 institutional investors held Booz Allen Hamilton (BAH) as of Q3 2019, up from 407 in Q2 2019.
  • Funds reported $9.15B of Booz Allen Hamilton stock for Q3 2019, up 6.3% quarter-over-quarter.
  • 73 funds opened new Booz Allen Hamilton positions in Q3 2019 and 52 closed out, a net change of +21 holders.
  • The largest Booz Allen Hamilton buyer in Q3 2019 was Congress Asset Management, an estimated $77.3M added.
  • The largest Booz Allen Hamilton seller in Q3 2019 was Black Creek Investment Management, an estimated $71.5M sold.

Based on aggregated 13F filings for Q3 2019.